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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	Loomis, Sayles & Company Boston, Massachusetts	$31.3M	+$758K	3	0.05%	Increased
327	Eagle Asset Management St Petersburg, Florida	$30.4M	+$16.6M	5	0.16%	Increased
328	AL AJO LP Philadelphia, Pennsylvania	$29.9M	+$11.5M	8	0.32%	Increased
329	Mariner Overland Park, Kansas	$29.8M	-$7.22M	3	0.28%	Reduced
330	Mizuho Securities USA New York	$29.5M	+$15.4M	1	2.1%	Increased
331	TPSF Texas Permanent School Fund Austin, Texas	$29.4M	+$3.92M	10	0.4%	Increased
332	Moore Capital Management New York	$29.1M	+$10.8M	6	0.56%	Increased
333	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$29M	-$4.1M	2	0.84%	Reduced
334	AAM ACK Asset Management Greenwich, Connecticut	$28.8M	-$5.98M	2	14.8%	Reduced
335	Hotchkis & Wiley Capital Management Los Angeles, California	$28.5M	-$959K	7	0.13%	Reduced
336	Ferguson Wellman Capital Management Portland, Oregon	$28.4M	+$3.83M	3	0.78%	Increased
337	MetLife Investment Management Whippany, New Jersey	$28.4M	-$879K	16	0.31%	Reduced
338	B BP London, United Kingdom	$27.8M	-$4.49M	2	0.67%	Reduced
339	Employees Provident Fund Board Shah Alam, Malaysia	$27.6M	+$22.8M	1	0.58%	New
340	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$27.5M	-$9.21M	14	0.39%	Reduced
341	Squarepoint New York	$27.1M	+$3.03M	11	0.37%	Increased
342	Profund Advisors Bethesda, Maryland	$27.1M	+$1.93M	4	1.39%	Increased
343	Kornitzer Capital Management Shawnee Mission, Kansas	$26.9M	-$19.5M	3	0.53%	Reduced
344	Homestead Advisers Arlington, Virginia	$26.5M	-$2.68M	3	0.73%	Reduced
345	BCC Bain Capital Credit Boston, Massachusetts	$26.4M	$0	1	7.62%	Maintained
346	SAM Shell Asset Management The Hague, Netherlands	$26.4M	+$10.6M	7	0.61%	Increased
347	IFM Investors Melbourne, Australia	$26.3M	+$2.53M	1	1.1%	Increased
348	Brown Advisory Baltimore, Maryland	$26.2M	+$373K	6	0.05%	Increased
349	Kennedy Capital Management St Louis, Missouri	$26.2M	-$1.56M	4	0.75%	Reduced
350	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$26.1M	+$16.1M	11	0.78%	Increased